Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Notable Guests
Episodes (1710)
Will 2025 Be a Turning Point for Credit?
Thoughts on the Market
Special Encore: The Beginning of an M&A Boom?
Thoughts on the Market
Special Encore: How Young People Think About Money
Thoughts on the Market
Uncertainty Surrounds 2025 U.S. Equities Outlook
Thoughts on the Market
US Holiday Shoppers Spend More on Smaller Items
Thoughts on the Market
Will US Tariffs Drive Mexico Closer to China?
Thoughts on the Market
Is This the Future of Clean Energy Under Trump 2.0?
Thoughts on the Market
Is Clean Power at a Tipping Point in Asia?
Thoughts on the Market
Global Outlook: Housing, Currency Markets in Focus
Thoughts on the Market
Global Outlook: What’s Ahead for Markets in 2025?
Thoughts on the Market
The Beginning of an M&A Boom?
Thoughts on the Market
Decoding Signals Following the US Election
Thoughts on the Market
US Elections: Lessons From the UK
Thoughts on the Market
Will Tariffs Dampen Asia’s Economic Growth?
Thoughts on the Market
Pricing In the Likely Republican Sweep
Thoughts on the Market
Investor Expectations After the US Election
Thoughts on the Market
Taking the Pulse of the US Consumer
Thoughts on the Market
After Trump Win, Where Do Markets Move from Here?
Thoughts on the Market
Why Are Users and Investors Breaking Up with Online Dating?
Thoughts on the Market
US Elections: Weighing the Options
Thoughts on the Market
How Young People Think About Money
Thoughts on the Market
A Global Credit Tour
Thoughts on the Market
US Election: Waiting Out a Close Race
Thoughts on the Market
The U.S. Election and Tax Policy
Thoughts on the Market
Markets Uncertain Ahead of U.S. Election
Thoughts on the Market
A $10 Trillion Opportunity in US Reshoring
Thoughts on the Market
Retirement in the Age of Higher Life Expectancy
Thoughts on the Market
Europe’s Demographic Dilemma
Thoughts on the Market
Mind Meets Machine in Brain-Computer Interfaces
Thoughts on the Market
What’s Boosting Cyclical Stocks?
Thoughts on the Market
How the US Election Could Upset Credit Markets
Thoughts on the Market
Could the US Election Reshape the Energy Sector?
Thoughts on the Market
What Does The Fed Rate Cut Mean For Mortgages?
Thoughts on the Market
South Korea’s ‘Super-Aging’ Challenge
Thoughts on the Market
Markets Spin Toward Cyclicals
Thoughts on the Market
US Economy: What Could Go Wrong
Thoughts on the Market
How Safe is AI?
Thoughts on the Market
US Elections: The Outlook For Asia
Thoughts on the Market
Economics Roundtable: US Election And Tariffs
Thoughts on the Market
Economics Roundtable: Central Banks Turn the Corner
Thoughts on the Market
Why the Fed’s Next Move May Matter Less
Thoughts on the Market
Can China’s Stimulus Shift Its Economy?
Thoughts on the Market
What Could the Dockworkers’ Strike Mean for Growth and Inflation?
Thoughts on the Market
The Potential Domino Effect of US Tariffs
Thoughts on the Market
The Impact of Central Bank Pivots
Thoughts on the Market
Keeping the Faith For A Soft Landing
Thoughts on the Market
How Long Until Consumers Feel Rate Cut Benefits?
Thoughts on the Market
US Elections: The Wait for Clarity
Thoughts on the Market
One Rate Cut, Many Effects
Thoughts on the Market
As the Fed Recalibrates, What’s Ahead for Central Banks?
Thoughts on the Market